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Creating Service Calendars in Stack

A Service Calendar in Stack is designed to make scheduling easy for service-based businesses. This feature allows you to create and manage different services, organize them into categories, and present them through a single scheduling link known as the Service Menu. These calendars integrate smoothly with your team's availability, enabling you to assign services to team members, set service durations, and even accept payments during the booking process.

Steps to Create a Service Calendar​

Step 1: Navigate to Calendar Settings and Input Essentials​

  1. Access Calendar Settings: Log in to your Stack account and navigate to the Calendars section. Click on "Create Calendar" and select the "Service Calendar" option.

  2. Input Essentials:

    • Service Name: Give your calendar a descriptive name.
    • Service Description: Provide a brief overview to help users understand the purpose of the calendar.
    • Staff Assignment and Location: Choose the staff members for the service and configure their preferred meeting location in the advanced settings.

    Available Meeting Locations:

    • Phone: Default to your account's phone number or customize it.
    • Address: Use your business address or any other relevant location.
    • Custom: Enter any custom value, like a store address or a static Zoom link.
    • Zoom & Google Meet: Generate dynamic links if integrated under 'My Profile' > Calendar Settings > Video Conferencing.

  3. URL / Slug: Define a unique URL for your calendar.

  4. Duration: Specify how long each service lasts.

  5. Availability: Set when the service is available.

Step 2: Add Your Service Details​

  • Service Logo: Upload an image that will appear on the Appointment Booking Widget.
  • Link to Service Menu: To add this calendar to a Service Menu, select a group to categorize similar services.
  • Appointment Invite Title: Customize the title for calendar events.
  • Event Color: Choose a color for events, which syncs with Google Calendars.

Step 3: Configure Availability​

  • Weekly Working Hours: Set your standard weekly schedule.
  • Date Specific Hours: Customize availability for specific dates.
  • Service Duration: Define the length of appointments.
  • Service Interval: Set intervals between services.
  • Post Buffer Time: Allow extra time after appointments.
  • Minimum Scheduling Notice: Specify how far in advance bookings can be made.
  • Date Range: Decide how far into the future appointments can be scheduled.

Step 4: Forms & Payments​

  • Forms: Choose between a default form or create a custom one in Sites > Forms > Builder.
  • Confirmation Page: Decide whether to display a thank you message or redirect to a specific URL after booking.
  • Payments: Integrate a payment gateway to accept payments for bookings.

Step 5: Notifications, Additional Options & Customizations​

  • Notifications: Determine who receives appointment notifications and if Google should send updates to attendees.
  • Additional Notes: Add notes to be included in Google invitations.
  • Customizations: Upload a service cover image for the service menu.
  • Staff Selection: Allow clients to choose a staff member during booking.

Step 6: Rooms and Equipment​

Select any rooms or equipment needed for the service. These will be booked alongside the service calendar.

Finally, save your settings, and your Service Calendar is ready to use!

Key Highlights​

  1. Flexible Bookings: Clients can book multiple services for themselves or with guests.
  2. Efficient Scheduling: The calendar uses a default 15-minute slot interval, with options to add buffer times.
  3. Integrated Availability: Service calendar availability is linked to the assigned staff's schedules.
  4. Service Menu Display: Create groups, assign service calendars, and display them in a Service Menu.
  5. Meeting Locations: Note that Service Menus do not support meeting locations.